Odierno Associates LLC
Plan context: Odierno Associates LLC Cash Balance Plan
EIN 47-4857851 • Pinehurst, NC • 16 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$4,187,180
2022 Contributions
$562,904
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $562,904 | - |
| Odierno Associates LLC Cash Balance Plan | - | 0 | $0 | $530,000 | - |
| Odierno Associates LLC 401(K) Plan | - | 0 | $0 | $32,904 | - |
| 2021 | 2 | 4 | $4,187,180 | $457,267 | $114,317iApproximate average salary by contribution assumption: employee only about $2,857,919 at 4% or $1,905,279 at 6%; with 50% employer match about $1,905,279 at 4% or $1,270,186 at 6%; with 100% employer match about $1,428,959 at 4% or $952,640 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 3 | $2,980,200 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $1,206,980 | $157,267 | $39,317iApproximate average salary by contribution assumption: employee only about $982,919 at 4% or $655,279 at 6%; with 50% employer match about $655,279 at 4% or $436,853 at 6%; with 100% employer match about $491,459 at 4% or $327,640 at 6%. |
| 2020 | 2 | 4 | $3,339,467 | $248,442 | $62,111iApproximate average salary by contribution assumption: employee only about $1,552,763 at 4% or $1,035,175 at 6%; with 50% employer match about $1,035,175 at 4% or $690,117 at 6%; with 100% employer match about $776,381 at 4% or $517,588 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 4 | $2,366,952 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $972,515 | $148,442 | $37,111iApproximate average salary by contribution assumption: employee only about $927,763 at 4% or $618,508 at 6%; with 50% employer match about $618,508 at 4% or $412,339 at 6%; with 100% employer match about $463,881 at 4% or $309,254 at 6%. |
| 2019 | 2 | 4 | $2,920,218 | $347,256 | $86,814iApproximate average salary by contribution assumption: employee only about $2,170,350 at 4% or $1,446,900 at 6%; with 50% employer match about $1,446,900 at 4% or $964,600 at 6%; with 100% employer match about $1,085,175 at 4% or $723,450 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 4 | $2,188,016 | $200,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $732,202 | $147,256 | $36,814iApproximate average salary by contribution assumption: employee only about $920,350 at 4% or $613,567 at 6%; with 50% employer match about $613,567 at 4% or $409,044 at 6%; with 100% employer match about $460,175 at 4% or $306,783 at 6%. |
| 2018 | 2 | 4 | $2,078,211 | $442,551 | $110,638iApproximate average salary by contribution assumption: employee only about $2,765,944 at 4% or $1,843,963 at 6%; with 50% employer match about $1,843,963 at 4% or $1,229,308 at 6%; with 100% employer match about $1,382,972 at 4% or $921,981 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 4 | $1,575,191 | $300,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $503,020 | $142,551 | $35,638iApproximate average salary by contribution assumption: employee only about $890,944 at 4% or $593,963 at 6%; with 50% employer match about $593,963 at 4% or $395,975 at 6%; with 100% employer match about $445,472 at 4% or $296,981 at 6%. |
| 2017 | 2 | 4 | $1,777,145 | $671,414 | $167,854iApproximate average salary by contribution assumption: employee only about $4,196,338 at 4% or $2,797,558 at 6%; with 50% employer match about $2,797,558 at 4% or $1,865,039 at 6%; with 100% employer match about $2,098,169 at 4% or $1,398,779 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 4 | $1,392,486 | $535,000 | $133,750iApproximate average salary by contribution assumption: employee only about $3,343,750 at 4% or $2,229,167 at 6%; with 50% employer match about $2,229,167 at 4% or $1,486,111 at 6%; with 100% employer match about $1,671,875 at 4% or $1,114,583 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $384,659 | $136,414 | $34,104iApproximate average salary by contribution assumption: employee only about $852,588 at 4% or $568,392 at 6%; with 50% employer match about $568,392 at 4% or $378,928 at 6%; with 100% employer match about $426,294 at 4% or $284,196 at 6%. |
| 2016 | 2 | 4 | $888,358 | $441,594 | $110,399iApproximate average salary by contribution assumption: employee only about $2,759,963 at 4% or $1,839,975 at 6%; with 50% employer match about $1,839,975 at 4% or $1,226,650 at 6%; with 100% employer match about $1,379,981 at 4% or $919,988 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 4 | $673,192 | $310,000 | $77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $215,166 | $131,594 | $32,899iApproximate average salary by contribution assumption: employee only about $822,463 at 4% or $548,308 at 6%; with 50% employer match about $548,308 at 4% or $365,539 at 6%; with 100% employer match about $411,231 at 4% or $274,154 at 6%. |
| 2015 | 2 | 4 | $338,272 | $338,128 | $84,532iApproximate average salary by contribution assumption: employee only about $2,113,300 at 4% or $1,408,867 at 6%; with 50% employer match about $1,408,867 at 4% or $939,244 at 6%; with 100% employer match about $1,056,650 at 4% or $704,433 at 6%. |
| Odierno Associates LLC Cash Balance Plan | - | 4 | $259,856 | $260,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| Odierno Associates LLC 401(K) Plan | - | 4 | $78,416 | $78,128 | $19,532iApproximate average salary by contribution assumption: employee only about $488,300 at 4% or $325,533 at 6%; with 50% employer match about $325,533 at 4% or $217,022 at 6%; with 100% employer match about $244,150 at 4% or $162,767 at 6%. |